Senior Management

CEO • COO • CIO • CMO • CCO • Head of Sales • National Sales Manager

ESTABLISHED CLIENTS

Our firm specializes in maintaining constant communication with the brokerage firms. Primary Wealth Management Group is selective in choosing our strategic alliances, which enables us to commit more time and resources to our established clients. We recognize that our clients are making significant investments in quality talent; we honor their commitment with the degree of responsiveness and integrity that we bring to every engagement and through our streamlined proprietary search process.

DEDICATED TEAM APPROACH

Composed of experienced professionals, seasoned in the intricacies of executive search and placement, our staff will always go the extra mile to assure the best results. Primary Wealth Management Group's unique, dedicated team approach distinguishes us in this industry. We recognize that there is much more to gain by pooling our collective knowledge, experience and contacts in order to benefit our clients' numerous needs. When you do business with a Primary Wealth Management Group member, you have the capabilities of a well-rounded team at your service—not just one player.

TAILORED PROCESS
Primary Wealth Management Group is dedicated first and foremost to fulfilling the entire range of your placement needs. At a faster pace and higher level of efficiency than you will find with any other firm, we will bring you the talent you need to satisfy every level of your recruiting goals.

Our process—every step of which is tailored to your organization's procedures and culture—includes:

Thorough evaluation to determine a strategic set of recruiting goals that fit within your firm's overall mission.

Aggressive search procedures that discreetly and professionally uncover a nationwide pool of the best the financial services industry has to offer-including a level of otherwise invisible talent that can be converted to what we term opportunity-conscious status.

Detailed screening practices that save your firm immeasurable time and resources. We only present candidates who stand up to our own due diligence process.

Comprehensive management of interviewing and hiring procedures. We will coordinate all scheduling, interviews, feedback, and logistics involved in the search process, to the degree and extent you specify.

Skilled, professional negotiations. We are your strategic ally in aligning the best available talent to fit within your budgetary framework.

Superior post-placement standards including continuous follow-up and monitoring to assure that your satisfaction continues beyond the scope of our engagement.

Our goal is to exceed our clients' expectations with a level of commitment and process that is second-to-none. Contact us at 407.869.4111 or e-mail us for more information about becoming a client with Primary Wealth Management Group!

Click here to learn more about our search process!